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Jeff Clarke, Dell Technologies | Dell Technologies World 2026 Analytics Table
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About Jeff Clarke, Dell Technologies | Dell Technologies World 2026
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In this interview from Dell Technologies World 2026, Jeff Clarke, chief operating officer and vice chairman of Dell Technologies, joins theCUBE's John Furrier and Dave Vellante to discuss how agentic AI is redefining the enterprise operating model and why organizations that master it now will hold a decisive competitive edge. Clarke marks the current moment as a genuine inflection point, noting that frontier models have advanced from answering questions to executing meaningful work — with larger context windows, embedded agents and the ability to reason and act autonomously. He details a striking internal example: two AI engineers replicated in roughly a week what originally took 50 engineers a year to build, attributing the result to rebuilt workflows rather than layering AI onto existing processes. The conversation also explores the economics driving this transformation. Token costs have fallen 80% in a year while consumption has grown 320x year over year — and Clarke argues that tokens will soon become a direct line item on the P&L as enterprises shift spending from headcount to computational capacity. He introduces the concept of super users, noting that 5-10% of employees are currently driving 90-95% of AI value, and frames the gap between those power users and the average employee as the true measure of a company's competitive trajectory. Clarke also outlines Dell's own three-year internal journey — simplifying, standardizing and automating before building a connected data foundation and agentic framework — as a practical model for what it means to become a genuinely AI-native organization. From routing tokens intelligently across edge, data center and cloud to what Clarke calls the great sorting of companies into winners and laggards, the discussion offers a clear blueprint for enterprises ready to move from pilots to production. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Intro 00:06 - Dell Tech World 2026: Revolutionizing AI and Software Development 04:26 - The Evolving AI Landscape: Costs and Models 08:05 - Strengthening the Workforce through Economic Innovation and Tokenomics 10:59 - Super Users in AI Adoption 13:09 - Embracing the AI Future #theCUBE #DellTechWorld #theCUBEresearch #DellTechnologies #AI #EnterpriseAI
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